Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.20% |
| $500K - $1.5M | 1.90% |
| $1.5M - $5.0M | 1.60% |
| $5.0M - $5.0M | 1.30% |
| $5M+ | 1.20% |
Fees/Commissions are negotiable with each Advisory Client. The SCM annual platform fee is 20 basis points or 0.2%. This fee is included in the above fee schedule.
Fee Estimator
SCM charges a maximum annual fee based on your portfolio size (see rates in table). Financial planning services are offered for an hourly or flat fee. The minimum net worth for a financial plan is $100,000. The minimum account size for asset management is $100,000, but SCM may accept accounts below this at its discretion. There are also transaction charges for trades executed in Advisory Client’s AMA.
Areas of Practice
Advisor Information
Office location
11152 S Towne Square, Saint Louis, MO, 63123
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel operates under the DBA Patrick Financial for investment-related activities. He also works as a contract pilot and flight instructor, owns rental property, coaches high school golf, and sells non-variable insurance. The golf coaching takes about a quarter of Daniel's time.